First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
187 hedge funds and large institutions have $1.7B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 11 closing their positions.
145% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 11
7% more funds holding
Funds holding: 174 → 187 (+13)
1.34% more ownership
Funds ownership: 85.96% → 87.31% (+1.3%)
1% less capital invested
Capital invested by funds: $1.71B → $1.7B (-$12.9M)
8% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 62
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $935K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$7.56M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.51M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$5.84M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.66M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$20.1M |
| 2 |
Jane Street
New York
|
-$2.52M |
| 3 |
Goldman Sachs
New York
|
-$2.34M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.92M |
| 5 |
SPWM
Schrum Private Wealth Management
St. Augustine,
Florida
|
-$1.32M |
FXR Hedge Fund Activity: Q4 2024 in Review
187 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q4 2024, worth a combined $1.7B — down 0.75% from $1.71B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new FXR positions and 11 closed out — a net gain of 16 holders — while 57 added to existing stakes and 62 trimmed.
The largest buyer was Modern Wealth Management, opening a new position worth an estimated $7.56M. The largest seller was First Trust Advisors, cutting an estimated $20.1M.
- 187 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q4 2024, up from 174 in Q3 2024.
- Funds reported $1.7B of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q4 2024, down 0.75% quarter-over-quarter.
- 27 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q4 2024 and 11 closed out, a net change of +16 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q4 2024 was Modern Wealth Management, an estimated $7.56M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q4 2024 was First Trust Advisors, an estimated $20.1M sold.
Based on aggregated 13F filings for Q4 2024.